Social Security, The “Launching Pad” to Comprehensive Retirement Planning

Welcome to episode #20 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Kathy Indiano and they discuss her career as a CPA and how she has helped people navigate financial related retirement issues and Social Security issues as well.

Kathleen is a Certified Public Accountant and a FInancial Advisor who has 30 years of experience in individual and small business taxation with emphasis in financial and legacy planning. She received her BBA from Cleveland State University and worked for one of the top six public accounting firms prior to spending six years as controller of Realty One Property Management. Kathleen is dedicated to assisting individual and corporate clients in building a strong financial foundation through a well-defined strategic planning process. Extensive knowledge of the tax law, combined with her financial planning experience, allows for an additional level of service.

Here is what to expect on this week’s show:
●A look into Kathy’s background and why exactly she went into being a CPA and to work around retirement.
●Why Kathy decided to help people with Social Security.
●Issues related to the average knowledge surrounding accounting for average people.
●How Kathy helps people with retirement issues and Social Security concerns.
●A story about how Kathy once helped someone with a retirement issue before it became a major concern.
●A look at the current issue of inflation and how that’s affected how Kathy gives advice.
●What changes to Social Security would Kathy make, and why, if she was in control of the Social Security program.
●Advice for other financial professionals who deal with retirement issues and Social Security.

Relevant Links:
http://www.indianocpa.com/
Connect with Kathy:
Email: KIndiano@indianocpa.com
LinkedIn: https://www.linkedin.com/in/kathleen-indiano-33b19a124/

 

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Posted on March 15, 2022 by Ted Rosedale
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